Seeking Alpha

The Mosaic Company (MOS)

  • Aug. 1, 2012, 12:20 PM
    Price spikes in corn tend to be followed by consolidation periods lasting several months, but even if the easy money has been made, Ned Davis Research says specialty chemicals should still outperform. Stocks with high sensitivity to the price of corn - including POT, MOS, CF and ROC - have beaten the S&P 500 by an average ~25% in the year after a corn spike.
    | 1 Comment
  • Jul. 23, 2012, 3:39 PM
    Expect Mosaic (MOS) shares to begin reacting more to the recent surge in grain prices, Citi says in upgrading the stock to Buy and adding it to its Top Picks list. The historic correlation may have been disrupted temporarily, but the firm sees no reason to suspect any change in long-term fundamentals. Citi now prefers MOS to POT, and expects shares to hit $66; the firm also lifts target prices on AGU and CF.
    | Comment!
  • Jul. 19, 2012, 5:50 PM
    Mosaic (MOS) declares $0.25/share quarterly dividend, 100% increase from prior dividend of $0.125. Forward yield 1.7%. For shareholders of record Aug 02. Payable Aug 16. Ex-div date July 31. (PR)
  • Jul. 18, 2012, 10:41 AM
    The corn crop is gone, says Dennis Gartman, and despite already high prices, corn and corn-related shares should be bought on any weakness. Stay away from fertilizer stocks, however tempting as they may be as a proxy to corn. Buying them on the premise that laying more fertilizer will save the crop is just a "silly idea," Gartman quips. Fertilizer may be needed next year, but right now, anybody who's laid some down already wishes they hadn't because the crop is completely destroyed. (video)
  • Jul. 17, 2012, 3:28 PM
    Fertilizer names enjoy gains after Mosaic's (MOS +5.6%) Q2 results, including better than expected earnings and revenues. CEO Jim Prokopanko brushes aside concerns that severe drought would hurt fertilizer demand, saying high crop prices and evidence of soil deficiencies of phosphate and potash in the farm belt would drive sales. Piggybacking MOS: POT +2.9%, CF +2.3%, AGU +1.1%.
    | Comment!
  • Jul. 17, 2012, 7:17 AM
    More on Mosaic (MOS): The company doubles the annual dividend to $1.00/share (bringing the yield to about 1.8%). Average phosphate selling price of $494/ton vs. $460-490 expected, $574 a year ago. Average potash selling price $455 vs. $420-450 expected, $404 a year ago. Shares +2.5% premarket. (PR)
    | Comment!
  • Jul. 17, 2012, 7:06 AM
    Mosaic (MOS): FQ4 EPS of $1.26 beats by $0.10. Revenue of $2.82B beats by $280M. (PR)
    | Comment!
  • Jul. 17, 2012, 12:05 AM
    Notable earnings before Tuesday's open: AMTD, CMA, EDU, FRX, GS, HST, JNJ, KO, KSU,MAT, MMR, MOS, MTB, OMC, SCHW, STT
    | Comment!
  • Jul. 16, 2012, 5:30 PM
    Notable earnings before Tuesday's open: AMTD, CMA, EDU, FRX, GS, HIST, JNJ, KO, KSU,MAT, MMR, MOS, MTB, OMC, SCHW, STT
    | Comment!
  • Jul. 3, 2012, 11:57 AM
    Ag sector stocks are trading strong on the heels of yesterday's USDA crop progress report that showed worsening conditions in corn and soybeans, citing hot and dry weather across the U.S. Also possibly helping is National Bank's upgrade (I, II) on shares of Potash (POT +2.1%) and Agrium (AGU +3.3%). Also: MOS +2.3%, CF +3.1%, IPI +3.5%.
    | Comment!
  • Jul. 2, 2012, 5:30 PM
    Critics have long accused the potash industry of operating like a cartel to keep prices artificially high. They're now closer to having their day in court, as a U.S. Court of Appeals rules an antitrust suit against potash producers can proceed - likely to play out over a long time, with no one sure where it will go. POT, AGU and MOS could face total damages of $2B-$6.5B if they lose.
  • Jun. 26, 2012, 10:29 AM
    Fertilizer stocks advance for a second day after the price of new corn rises to its highest since November on the government's report of greater than expected damage to corn crops. Also providing a lift is a Macquarie note that fertilizer companies should be able to significantly increase their dividends. AGU +1.5%, MOS +4%, POT +4%, CF +3.4%.
    | Comment!
  • Jun. 25, 2012, 8:58 AM
    Dahlman Rose raises its outlook on fertilizer shares, believing they largely reflect the valuation eroding impact of a large crop; given that backdrop, the firm sees only two possible outcomes, both of which point to higher share prices. It upgrades CF and POT to Buy from Sell, AGU, RNF and MOS to Buy from Hold, and IPI and UAN to Hold from Sell.
  • Jun. 19, 2012, 12:43 PM
    Corn futures are getting a charge this week over worries that hot, dry weather in the U.S. Midwest will threaten corn inventories, with July futures +3.5% yesterday and +4.7% midday today. Fertilizer companies jump as the higher likelihood of tight corn supplies next year means farmers will plant more corn, driving up the need for fertilizer: CF +4.8%, POT +4.4%, MOS +3.9%, AGU +3.2%.
    | Comment!
  • Jun. 15, 2012, 8:39 AM
    Dahlman Rose cuts its price target (to $38 from $41) and earnings estimates while maintaining a Sell rating for Potash (POT), citing the likelihood of sluggish potash export markets for the rest of the year and high inventories contributing to weaker pricing. The firm is bearish on the sector, also with Sell ratings for CF, UAN and IPI; AGU, MOS and RNF are Holds.
    | Comment!
  • Apr. 30, 2012, 9:22 AM
    More on Canada GDP: The Feb. decline - the worst print in more than 2 years - comes as mining and oil & gas extraction declined 1.6%, led by a 7% decline in mining, led by a 19% decline in Potash mining - a dive surely telegraphed by weak Q1 sales of the fertilizer reported by Potash (POT) and Mosaic (MOS). Improvement, however, is on the way, says Mosaic.
    | Comment!
Visit Seeking Alpha's
MOS vs. ETF Alternatives
Company Description
Mosaic Coproduces and markets concentrated phosphate and potash crop nutrients.Itis organized into the two business segments: Phosphates and Potash.